Schroder US Mid Cap Z Inc


Fund Info

  • Yield History0.23%
  • 3 Year sharpe1.00
  • 3 Year alpha-0.93
  • Distribution Typeincome
  • BenchmarkRussell 2500 TR USD
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.91%
  • SectorNorth America
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B7M4CS05

Investment Strategy

The Fund aims to provide capital growth and income by investing in equity and equity related securities of mediumsized US companies. The Fund invests at least 70% of its assets in equity and equity related securities of medium-sized US companies. These are companies that, at the time of purchase, are similar in size to those comprising the bottom 40% by market capitalisation of the North American equity market.